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iShares Short Treasury Bond ETF
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Overview Fund Activity

712 hedge funds and large institutions have $9.6B invested in iShares Short Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
9.67%
Holding in Top 10
81
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+22.73%
% of All Funds
1.1%
New
90
Increased
277
Reduced
265
Closed
76
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$269M
2
MW
Marks Wealth
Maryland
+$156M
3
AFP
Ausdal Financial Partners
Iowa
+$93.1M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$88.2M
5
OC
Oakworth Capital
Alabama
+$84.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$413M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$101M
3
ACA
Anchor Capital Advisors
Massachusetts
-$67.4M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$56.9M
5
BWM
Bulltick Wealth Management
Florida
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
251
Allworth Financial
California
$2.8M +$71.9K +651 +3%
TC
252
Trilogy Capital
California
$2.76M +$2.04M +18,511 +285%
SFA
253
Sequoia Financial Advisors
Ohio
$2.75M -$158K -1,431 -5%
GWA
254
GGM Wealth Advisors
Maryland
$2.75M +$2.75M +24,895 New
OFA
255
Oak Family Advisors
Illinois
$2.72M -$240K -2,170 -8%
CWP
256
Core Wealth Partners
California
$2.71M +$208K +1,887 +8%
PS
257
Principal Securities
Iowa
$2.7M +$551 +5 +0%
AWM
258
Axxcess Wealth Management
California
$2.66M -$1.77K -16 -0.1%
IAS
259
IMA Advisory Services
Colorado
$2.65M +$796K +7,206 +43%
TIAM2
260
Tru Independence Asset Management 2
Oregon
$2.63M -$3.87M -35,014 -60%
HA
261
HFG Advisors
Ohio
$2.61M +$1.26M +11,451 +94%
AG
262
Ascent Group
Virginia
$2.59M +$711K +6,434 +38%
FHA
263
First Horizon Advisors
Tennessee
$2.58M -$373K -3,379 -13%
HWM
264
HB Wealth Management
Georgia
$2.57M +$2.57M +23,308 New
EFG
265
Ethos Financial Group
Pennsylvania
$2.57M – – –
FHC
266
First Heartland Consultants
Missouri
$2.54M +$2.54M +23,009 New
HBT
267
Heartland Bank & Trust
Illinois
$2.52M -$2.2M -19,909 -47%
JWCA
268
J.W. Cole Advisors
Florida
$2.51M +$628K +5,683 +33%
IPW
269
Impact Partnership Wealth
Georgia
$2.5M +$863K +7,816 +53%
LFASL
270
Lugano Financial Advisors SA (LFA)
Switzerland
$2.48M -$1.09M -9,857 -31%
OIA
271
OneDigital Investment Advisors
Kansas
$2.47M -$440K -3,986 -15%
FCA
272
FLC Capital Advisors
California
$2.46M +$172K +1,555 +8%
AWM
273
AE Wealth Management
Kansas
$2.45M -$2.99M -27,088 -55%
AIM
274
Astor Investment Management
Illinois
$2.41M -$171K -1,549 -7%
EH
275
Equitable Holdings
New York
$2.4M -$685K -6,203 -22%
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